Renaming or Deleting Custodians

  1. From the Case Manager tab, double-click on the desired Case to open it, and then navigate to the Import sub-tab.

  2. Renaming Custodians:  Select the desired custodian, and do the following:
    1. Enter a new name into the box provided. There is a 100 character limit for custodian names.
    2. Click the Save button to apply this name change.
  3. If the custodian contains committed sources, select Yes at the Confirm Custodian Rename prompt to automatically rebuild the case index.


  4. Deleting Custodians:  Select the desired custodian(s), and click the CaseDashboardImportDeleteCustodian button.
  5. At the Delete Items prompt, select Yes to permanently remove the selected custodians and their sources from the case.